Pony AI Inc. Sponsored ADR (PONY)
NASDAQ:PONY
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Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.14Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and material top-line acceleration driven by robotaxi, intelligent solutions and robotruck growth, with raised operational targets (fleet and revenue) and international commercialization milestones. Management also highlighted unit-economics progress, pricing power and substantial ADC demand. However, the company remains loss-making with elevated operating expenses, higher operating cash burn and some supply-chain/timing risks on cost-reduction targets. On balance, the positive operational and revenue developments and raised guidance outweigh the near-term profitability and cash-use challenges.Company Guidance
Strong Top-Line Growth
Total revenue of USD 34.3M in Q1 2026, up 145% year-over-year (from USD 14.0M). Management raised full-year robotaxi revenue target to >3.5x 2025 (up from prior 'triple' target).
Robotaxi Revenue Surge
Robotaxi revenue reached a record USD 8.6M, up ~395% YoY (from USD 1.7M). Management scaled fleet to >1,700 vehicles and raised the year-end fleet target to surpass 3,500 vehicles (previously 3,000).
User and Demand Acceleration
Registered users in China grew >200% YoY. Weekly average paid orders in May were >100% higher than at the beginning of the year, indicating rapid adoption and improving utilization.
Pricing Power and Unit Economics Progress
Management reports robotaxi effective sale rate per kilometer remains above entry-level ride-hailing pricing. Loss margins narrowed: operating loss margin improved from -401% to -170% YoY; net loss margin narrowed from -267% to -156% YoY.
Intelligent Solutions and ADC Momentum
Intelligent Solutions revenue rose 246% YoY to USD 15.5M (from USD 4.5M). ADC (autonomous domain controller) shipments surged by over 500% YoY, driven by low-speed delivery deployments.
Robotruck Growth and New Platforms
Robotruck services revenue grew 31% YoY to USD 10.2M (from USD 7.8M). Gen 4 Robotruck slated for mass production in H2; launched L4 autonomous light truck to target urban logistics/last-mile.
International Commercial Progress
Established presence in 9 countries; public robotaxi services launched in 4 overseas markets (Croatia/Zagreb — noted as Europe's first commercial robotaxi, Qatar, Singapore, South Korea). Initiated driverless deployment in Dubai.
Balance Sheet and Cash Position
Cash and equivalents, short-term investments and related instruments of USD 1.4B as of March 31, 2026, providing ample runway to execute growth plans despite increased investment.
Product and Tech Leadership
Management emphasized L4 capability, full-stack redundancy, operations without reliance on HD maps, and successful localized deployments (e.g., large concert operations in Guangzhou), supporting claims of regulatory and partner trust.
PONY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PONY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $8.92 | $9.34 | +4.71% |
Mar 26, 2026 | $11.39 | $9.72 | -14.66% |
Nov 12, 2025 | $14.27 | $13.84 | -3.01% |
Aug 12, 2025 | $14.88 | $14.36 | -3.49% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Pony AI Inc. Sponsored ADR (PONY) report earnings?
Pony AI Inc. Sponsored ADR (PONY) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is Pony AI Inc. Sponsored ADR (PONY) earnings time?
Pony AI Inc. Sponsored ADR (PONY) earnings time is at Aug 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PONY EPS forecast?
PONY EPS forecast for the fiscal quarter 2026 (Q2) is -0.15.